Mary Ann Bartels

Since 1999, Mary Ann Bartels has leveraged her skills and expertise as the Head of the Research Investment Committee and ETF for Bank of America-Merrill Lynch. With her unparalleled skills in market research and technical analysis, Ms. Bartels has established herself as a leader within her field. With more than three decades of experience, she has previously worked as a portfolio manager for Batterymarch, Avatar Associates and Zweig Associates. In addition, Ms. Bartels has held various positions with Kennelman & Beard, JC Bradford and Manufacturers Bank and Trust.

While Wall Street traditionally didn’t have many women working in roles, it is due to people like Ms. Bartels’ aunt, Bernadette Bartels Murphy, who made careers more accessible and alluring to women. Ms. Bartels cites her aunt as her biggest career inspiration. Ms. Bartels followed in her footsteps and prepared for her career at Fordham University, earning a Bachelor of Science and Master of Science in economics. Her hard work hasn’t gone unnoticed and between 2001 to 2006, Ms. Bartels was listed in the Institutional Investor All-American Team. As a testament to her vast industry knowledge, she appears on CNBC, Bloomberg and Fox Business and is often quoted in various publications including the Wall Street Journal, Financial Times and Barron’s. Looking toward the future, Ms. Bartels would like to create a center for individuals and families to come, learn and grow their lives in a very holistic/well-rounded.